Available for the following HR plans: Standard, Premium, Platinum
Available for the following user access levels: Admin, Manager
In your organization, you may encounter instances where a manager attempts to view an employee's documentation only to find they lack the necessary access. This often occurs when the individual is assigned as the employee's indirect manager. Even if the indirect manager belongs to the correct team and has standard security settings, specific reporting-line access must be enabled for uploaded documents.
As an administrator or primary manager, you can resolve this by adjusting the access permissions on the employee's digital file.
Getting started
- Navigate to the Employee List: On the left-hand primary sidebar, click the People menu icon.
- Open Personnel Records: From the submenu, click on Employees List.
- Select the Employee: Find the specific employee whose documents need to be viewed and click on their name to open their Employee File Overview.
- Access Uploaded Documents: On the left-hand menu of the employee's file, click the Uploaded Documents tab.
-
Edit Document Permissions:
- Locate the document in question.
- Click the Actions button.
- Select Edit from the dropdown menu.
- Update Access Settings: In the Edit uploaded document form, locate the Reporting-line access (Optional) section.
- Enable Indirect Access: Click the Indirect managers checkbox to toggle it on.
- Save Changes: Click the Save button at the bottom of the form.
Helpful Hint
To verify the fix, ask the employee to upload a test document. The indirect manager should then log in to their account and confirm the document is visible under that employee's profile.
Explore related content
- Manage certification reporting: Learn how to track progress on assigned certifications and see which Canadian provincial requirements are overdue.
- Restricted access for managers: A guide on creating security groups to control exactly what your managers can see and do within the platform.